Launching a compliance training 6/6: Setting achievable compliance training KPIs

Živa Medved
Published on 12/08/2020

This is the sixth post from the checklist series ‘Launching Compliance Training’. Make sure that you have finished the previous list on Managing users in compliance training before you continue with this one.

In order to properly understand how successful your compliance training has been, you need to be able to properly track and report on how well your learners have performed.

This blog will show you what final checks you need to make in order to ensure that your available learning data and analytics will satisfy your reporting needs.

Data availability and accessibility

  1. Do you have a list of KPIs you want to track and understand why these are important?
    Before you start sorting through your data, understand what it is you want to track and what purpose tracking will have. This is because you need to know what makes sense to report on, and what can be seen through the KPIs. Tracking for the sake of tracking will only leave you with vanity data.
  2. Are all must-have KPIs available in your LMS?
    Learning isn’t just about completion rates. There will be other pieces of data you’ll need to collect for things like audit compliance reports. Before you start collecting data, consider what data you need and what data you can pull from the LMS used for compliance training.
  3. Who else should have the access to training records?
    HR, L&D, compliance functions, higher manager and other stakeholders will all need access to the training data at some point. In an ideal world, they should be able to access the data themselves whenever they need it in order to see the progress of the compliance training.

Sorting out the data

Commonly, the way the data is presented and analysed in your LMS will be different to how it is shown in an exported spreadsheet. Before you launch your training, you should export a set of pilot or demo data and consider how convenient exporting that data is:

  1. How easy (or hard) it is to export the data?
  2. Can all the available data in the LMS actually be exported?
  3. What is the format of the export file? Is it configurable?
  4. Is the structure and organisation of the data suited to your reporting needs?

Think about how hard it will be to compile compliance audit reports from the data exports. You also need to think about the must have analytics, such as completion rates across different job roles, locations and other segments and unified stats across markets. If these can be easily exported, this will not only save you plenty of time but also reduce the margin of error later on down the line.

You are ready to launch your compliance training

After hours of planning and preparation, your project is finally coming to life. It’s expected to be excited and full of anticipation, but it is important to stay clear-headed in these last steps.

Remember – a lapse in focus before the project is completed can result in serious mistakes. These mistakes have the potential to undo all of the hard work you have put into your compliance training so far, so keeping your eyes on the prize is key.

If you would like to share your own experiences or add any of your own hard-learned lessons to these checklists, feel free to write to us on Twitter, LinkedIn or send us a note via contact form.

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